United Kingdom
Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
IHT receipts reach £3.2bn
A £300m increase compared to the same period last year
Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service